IBM /Lenovo Part 2: After the "spin"... , December 29, 2004
IBM /Lenovo Part 1: The underlying market(s), December 21, 2004
Sales tax receipts "news", December 9, 2004
Got COLA?, December 2, 2004
The trouble with forecasts, November 26, 2004
New VC funding vs. jobs, November 17, 2004
"It's over...", November 11, 2004
This week's cheerleading, November 4, 2004
Building inventory and building fabs, October 27, 2004
California EDD: Let's just make up the answers, October 21, 2004
The Moving Chronicles, Chapter 3: The hunt for rent: October, October 14, 2004
The Moving Chronicles: Chapter 2: So how's business, October 7, 2004
The Moving Chronicles, Chapter 1: Palo Alto schools, the "final" chapter, October 5, 2004
Help me make it through the Notch, September 20, 2004
PAUSD's case for a Parcel Tax, September 13, 2004
It depends "where" you are..., September 6, 2004
The hidden dangers of believing McKinsey, August 26, 2004
Santa Clara County Statistics released, August 19, 2004
CA Budget: Schools demand "mo' money", August 17, 2004
ABSJ, August 12, 2004
Unique job description, August 5, 2004
"One-off" insights into Silicon Valley, July 27, 2004
McKinsey is twisting the Data, July 22, 2004
Intel earnings: Inventory is inventory, July 14, 2004
CA Budget: Free Money!, July 9, 2004
McKinsey article: a new deal for contract manufacturers, July 8, 2004
A short trip on Caltrain, July 6, 2004
The inverse boom, June 26, 2004
(back to current missives...)